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Studios and Labels Chase AI Deals, Skip the Price

Lionsgate, Warner, Universal and Sony all signed or sued over AI deals since 2024, and every contract keeps the performer's cut undisclosed.

5 min read · 1,112 words · 13 sources
SAG-AFTRA members picket outside Warner Bros. offices, signs raised
SAG-AFTRA members picket outside Warner Bros. offices, signs raised. Photo: Phil Roeder from Des Moines, IA, USA / Wikimedia Commons, CC BY 2.0
“Hollywood and the big three record labels signed five AI licensing deals since 2024, and three promise performers a cut of the money. Every one skips the percentage. Can a studio call a deal historic before it names the price?”

Lionsgate handed its film and television library to the AI video company Runway in September 2024. The studio's catalog runs past 20,000 titles, the Twilight and John Wick franchises among them. It became training data under the first deal of its kind between a major studio and an AI model maker1.

Warner Music took a slower road. It sued the AI music generator Suno for copyright infringement. A licensing deal followed the settlement, fourteen months later10.

Hollywood and the music business picked deals over courtrooms, mostly. Five licensing deals have landed since Lionsgate's. Three promise performers a cut of the money. Every one skips the percentage.

Movies License Voices and Catalogs

Lucasfilm moved first, and quietly. James Earl Jones signed over the rights to his archival voice recordings in 2022. The AI company Respeecher used them to rebuild Darth Vader's voice for the Disney+ series "Obi-Wan Kenobi"3.

Jones retired from the role at 91. He died at 93 on Sept. 9, 2024, two years after the agreement4.

James Earl Jones smiling in a dark suit at a public event
James Earl Jones, who signed over the rights to his archival voice recordings in 2022 so Respeecher could rebuild Darth Vader's voice for 'Obi-Wan Kenobi.' He died in 2024.Eva Rinaldi / Wikimedia Commons, CC BY-SA 2.0

The voice business kept moving after Jones. ElevenLabs opened an "Iconic Voice Marketplace" on Nov. 12, 2025, launching with 28 voices, living and historical, including the actor Michael Caine's5. The company promised to "connect directly with rights holders to set terms" and "ensure fair pay and transparency." It kept the rate card private.

Lionsgate deepened its own bet this year. On June 11, 2026, the studio took an equity stake in Runway. The two launched a joint program to develop new shows from Lionsgate's catalog2. "Runway is a great creative partner, an exciting part of our AI strategy and a valuable driver in expanding our storytelling capabilities," said Michael Burns, Lionsgate's vice chairman.

Both announcements skip a dollar figure for the performers whose past work trained the model. The deal runs studio to studio, outside any actor's contract.

An AI "actress" tested that gap from the other direction. The studio Xicoia unveiled Tilly Norwood at the Zurich Film Festival in September 2025, and talent agents began circling the character for representation6. SAG-AFTRA answered on Oct. 1, 2025. "SAG-AFTRA believes creativity is, and should remain, human-centered," the union said.

"The union is opposed to the replacement of human performers by synthetics," it added. Xicoia's founder, Eline van der Velden, wrote back that she sees "AI not as a replacement for people, but as a new tool, a new paintbrush."

Studios Still Sue the Image Generators

Lawsuits run alongside the licensing deals. Disney and Universal sued the image generator Midjourney on June 11, 2025, calling its service a source of infringing copies of their characters7. Warner Bros. Discovery filed its own Midjourney suit that September, and a court folded the two cases together.

The same three studios went after a second target on Sept. 16, 2025, filing in the Central District of California against the Chinese AI company MiniMax. They seek as much as $150,000 for each work it copied7.

Both cases remain active. Disney, Universal and Warner Bros. Discovery kept both suits in court, apart from the licensing path Lionsgate chose with Runway.

Music Settles, Except for One Label

Universal Music Group, Warner Music Group and Sony Music Entertainment sued Suno and Udio together in 2024. By the end of 2025, two of the three had settled.

UMG settled first, with Udio, on Oct. 29, 2025. "These new agreements with Udio demonstrate our commitment to do what's right by our artists and songwriters," said UMG's chairman and chief executive, Lucian Grainge8.

Lucian Grainge speaking at a 2018 industry event
Lucian Grainge, Universal Music Group's chairman and chief executive, speaking at the Hollywood Chamber of Commerce's State of the Entertainment Industry event in 2018. UMG settled with Udio in October 2025.Luke Harold / Wikimedia Commons, CC0

Warner settled with Udio three weeks later, on Nov. 19, 2025, then with Suno on Nov. 25910. Sony alone stayed in court against both companies. Universal and Sony amended their complaint against Suno in Massachusetts federal court on May 21, 2026, naming 61,026 recordings. That put Suno's exposure above $9 billion at the standard statutory rate11.

Studios and Labels Signed 5 AI Deals and Faced 4 Disputes Since 2024

Licensing deals and lawsuits or union campaigns over AI movies and music, September 2024 to October 2026

Each pin is one dated event from this piece. Blue pins are licensing deals; magenta pins are lawsuits or a union campaign pushing back on them.

Data through Oct. 24, 2026.

Sources: Lionsgate Investor Relations [1]; Runway [2]; CoinGeek [7]; Universal Music Group [8]; TechCrunch [9]; Warner Music Group [10]; Resident Advisor [12]; Hypebot [13]. Chart by Ryan Elliott Dennis.

The numbers behind this chart
DateEvent
Sept. 18, 2024Lionsgate-Runway deal
June 11, 2025Studios sue Midjourney
Sept. 16, 2025Studios sue MiniMax
Oct. 29, 2025UMG settles with Udio
Nov. 19, 2025Warner settles with Udio
Nov. 25, 2025Warner licenses Suno
June 5, 2026AFM sues UMG and Warner
June 11, 2026Lionsgate backs Runway
Oct. 22, 2026AFM launches pay drive

Who Actually Gets the Cut

Count the deals and a pattern holds. Three of the five, Universal's with Udio, Warner's with Udio and Warner's with Suno, promise artists and songwriters a share of future revenue. Two, Lionsgate's catalog license and its equity stake in Runway, promise zero share to any individual performer. All five keep the number private.

3 of 5 AI Deals in This Piece Promise an Undisclosed Cut

Whether each of the piece's five AI licensing deals names a performer revenue share, 2024 to 2026

The blue slice is the three deals that promise performers a share with the number left out. The gray slice is the two that leave performers out of the revenue language entirely.

Data through Oct. 24, 2026.

Sources: Lionsgate Investor Relations [1]; Runway [2]; Universal Music Group [8]; TechCrunch [9]; Warner Music Group [10]. Chart by Ryan Elliott Dennis.

The numbers behind this chart
ItemValue
Promise a share, number left out3
Leave performers out2
Whole5

Warner's chief executive calls that progress. "This landmark pact with Suno is a victory for the creative community that benefits everyone," Robert Kyncl said when the Suno deal closed10.

Robert Kyncl photographed at the YouTube Space LA
Robert Kyncl, Warner Music Group's chief executive, photographed at the YouTube Space in Los Angeles. He called the company's Suno settlement a victory for the creative community.BazzaJ / Wikimedia Commons, CC BY-SA 4.0

The American Federation of Musicians disagrees. It sued Universal and Warner in New York's Southern District over exactly this question, on June 5, 202612.

Tino Gagliardi leads the union. The labels, he said, "cannot pocket profits built on the backs of human artistry while cutting working musicians out of the equation"13. His members played on the recordings that trained Suno and Udio. Their own contracts stay silent on this exact use.

Both claims can be true. A label can share revenue with the artists and songwriters it signs. Its contract with the session musician who played the bass line can stay silent on AI entirely.

What to do

Read the deal before the press release. A studio's or label's announcement names the AI company and the catalog; it rarely names a percentage. Ask an agent or a union rep whether a specific contract covers AI training and AI-generated output. A company's claim that it cares about artists answers a different question.

Track where you or your union sits in the chain. A featured performer under a current SAG-AFTRA or AFM contract holds more leverage than a session player under an older one. That gap is exactly where the AFM's lawsuit lives.

By the numbers

  • $9 billion: Suno's potential exposure under the labels' amended complaint naming 61,026 recordings, at the standard $150,000-per-work statutory rate11.
  • 20,000 titles: the size of Lionsgate's catalog licensed to Runway starting Sept. 18, 20241.
  • 28 voices: launched on ElevenLabs' Iconic Voice Marketplace on Nov. 12, 2025, Michael Caine's among them5.
  • $150,000: the per-work damages Disney, Universal and Warner Bros. Discovery are seeking from MiniMax7.
  • Three of five: the AI licensing deals in this piece that promise performers a revenue share, with the rate kept private8910.
  • 93: James Earl Jones's age when he died, two years after signing over his Darth Vader voice4.

What to watch

Sony Music is pushing its cases against Suno and Udio toward a courtroom ruling11. A decision on fair use would set the price the private deals left blank. Watch whether Universal or Warner publishes an actual percentage once Suno's licensed platform launches in 2026. The AFM's suit tests whether an old contract reaches a use it predates.

Sources

  1. Lionsgate, "Runway Partners with Lionsgate in First-of-its-Kind AI Collaboration," Lionsgate Investor Relations, Sept. 18, 2024, https://investors.lionsgate.com/news-events/news/news-details/2024/Runway-Partners-with-Lionsgate-in-First-of-its-Kind-AI-Collaboration/default.aspx
  2. Runway, "Runway and Lionsgate Expand Partnership," Runway, June 11, 2026, https://runway.com/news/runway-and-lionsgate-expand-partnership
  3. Engadget staff, "An AI program voiced Darth Vader in 'Obi-Wan Kenobi' so James Earl Jones could finally retire," Engadget, Sept. 26, 2022, https://www.engadget.com/james-earl-jones-retires-darth-vader-ai-201559553.html
  4. Al Jazeera staff, "James Earl Jones, actor and voice of Darth Vader, has died aged 93," Al Jazeera, Sept. 10, 2024, https://www.aljazeera.com/news/2024/9/10/james-earl-jones-actor-and-voice-of-darth-vader-has-died-aged-93
  5. The Decoder staff, "ElevenLabs opens a marketplace for iconic AI voices," The Decoder, Nov. 12, 2025, https://the-decoder.com/elevenlabs-opens-a-marketplace-for-iconic-ai-voices/
  6. Fox Business staff, "SAG-AFTRA condemns AI synthetic performers after artificial actress goes viral," Fox Business, Oct. 1, 2025, https://www.foxbusiness.com/media/sag-aftra-condemns-ai-synthetic-performers-after-artificial-actress-goes-viral
  7. CoinGeek staff, "Disney, Universal, Warner Bros hit China's MiniMax AI with suit," CoinGeek, Sept. 17, 2025, https://coingeek.com/disney-universal-warner-bros-hit-china-minimax-ai-with-suit/
  8. Universal Music Group, "Universal Music Group and Udio Announce Udio's First Strategic Agreements for New Licensed AI Music Creation Platform," Universal Music Group, Oct. 29, 2025, https://www.prnewswire.com/news-releases/universal-music-group-and-udio-announce-udios-first-strategic-agreements-for-new-licensed-ai-music-creation-platform-302599129.html
  9. TechCrunch staff, "Warner Music settles copyright lawsuit with Udio, signs deal for AI music platform," TechCrunch, Nov. 19, 2025, https://techcrunch.com/2025/11/19/warner-music-settles-copyright-lawsuit-with-udio-signs-deal-for-ai-music-platform/
  10. Warner Music Group, "Warner Music Group and Suno Forge Groundbreaking Partnership," Warner Music Group, Nov. 25, 2025, https://www.prnewswire.com/news-releases/warner-music-group-and-suno-forge-groundbreaking-partnership-302626017.html
  11. Tech Times staff, "AI Music Copyright Lawsuit: Suno Discovery Shows Millions of Songs, July Ruling Nears," Tech Times, June 16, 2026, https://www.techtimes.com/articles/318471/20260616/ai-music-copyright-lawsuit-suno-discovery-shows-millions-songs-july-ruling-nears.htm
  12. Resident Advisor staff, "Music union sues Universal and Warner over AI licensing revenues," Resident Advisor, June 5, 2026, https://ra.co/news/85354
  13. Hypebot staff, "AFM Launches 'Human Made, Human Paid' AI Music Campaign," Hypebot, Oct. 22, 2026, https://www.hypebot.com/afm-launches-human-made-human-paid-ai-music-campaign/

In the market

Warner Music GroupWMG

Market value $16 billion

$30.86 −2.62% since the last close

Prices from Yahoo Finance, read with yfinance, and delayed. This is a record of price, not investment advice.

Cite this piece

Ryan Elliott Dennis, "Studios and Labels Chase AI Deals, Skip the Price," AI Lately, Oct 24, 2026, https://ailately.com/articles/studios-labels-ai-deals-skip-price

Tags: AI movies · AI music licensing · Suno · Udio · Runway · SAG-AFTRA

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